Tweedy Browne

Tweedy Browne

Tweedy Browne is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Tweedy Browne portfolio page tracks Tweedy Browne holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Tweedy Browne owns and how disclosed positions change over time. Tweedy Browne's public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include CNH Industrial N.V. Common Shares (CNHI), Ionis Pharmaceuticals, Inc. (IONS), Jazz Pharmaceuticals plc (JAZZ), Wells Fargo & Co (WFC), and Autoliv, Inc. (ALV). Investors use Tweedy Browne 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

History Trades

CompanyValueActionChangePriceCurrent Price
CNH Industrial N.V. Common SharesCNHI$42.0MAddQ4 2025 13F$42M--$11.45
UniFirst CorporationUNF$19.7MOtherQ4 2025 13F$20M--$265.55
COCA COLA FEMSA SAB DE CVKOF$12.3MAddQ4 2025 13F$12M--$109.90
TotalEnergies SETOTB.DE$8.8MOtherQ4 2025 13F$8.8M----
Tweedy Browne exit Unmapped 13F securityPORTFOLIO$-7.9MExitQ4 2025 13F$7.9M----
FMC CorpFMC$-7.3MTrimQ4 2025 13F$7.3M--$13.51
AutoZone IncAZO$-6.0MTrimQ4 2025 13F$6.0M$3,641.96$3,074.04
FedEx CorporationFDX$5.9MAddQ4 2025 13F$5.9M--$316.83
Autoliv, Inc.ALV$-5.8MTrimQ4 2025 13F$5.8M$120.29$125.79
Alphabet IncGOOGL$5.6MAddQ4 2025 13F$5.6M$285.73$337.39
Ionis Pharmaceuticals, Inc.IONS$5.2MAddQ4 2025 13F$5.2M$75.30$76.49
Johnson & JohnsonJNJ$4.0MAddQ4 2025 13F$4.0M$196.05$232.16
Unilever PLCUL$-3.7MExitQ4 2025 13F$3.7M--$56.09
Tweedy Browne other Unmapped 13F securityPORTFOLIO$3.6M55.4k sharesOtherQ4 2025 13F$3.6M$65.40--
Wells Fargo & CoWFC$3.4MAddQ4 2025 13F$3.4M$88.54$83.82
Vertex Pharmaceuticals IncVRTX$2.4MAddQ4 2025 13F$2.4M$431.03$442.96
Atmus Filtration Technologies Inc.ATMU$-1.9MTrimQ4 2025 13F$1.9M--$49.34
American Express CoAXP$1.9MAddQ4 2025 13F$1.9M$357.85$340.36
U-Haul Holding CompanyUHALB$-1.9MTrimQ4 2025 13F$1.9M--$53.06
Envista Holdings Corporation Common StockNVST$1.7MAddQ4 2025 13F$1.7M--$23.31
Alphabet Cl CGOOG$-1.5MExitQ4 2025 13F$1.5M$286.47$334.69
Truist Financial CorpTFC$1.3MAddQ4 2025 13F$1.3M$49.70$48.83
Wintrust Financial CorporationWTFC$-1.2MExitQ4 2025 13F$1.2M--$150.69
Berkshire Hathaway Inc.BRK-B$-1.0MTrimQ4 2025 13F$1.0M$497.53$498.66
Tweedy Browne other Unmapped 13F securityPORTFOLIO$964k56.9k sharesOtherQ4 2025 13F$964k$16.94--
Molson Coors Beverage Company Class BTAP$941.4KOtherQ4 2025 13F$941k$46.45$41.87
Bank of America CorpBAC$935.5KAddQ4 2025 13F$936k$52.86$57.88
Diageo PLCDEO$-920.6KTrimQ4 2025 13F$921k$92.11$83.51
Weis Markets, Inc.WMK$-834.4KExitQ4 2025 13F$834k--$73.22
Employers Holdings Inc Common StockEIG$-822.6KExitQ4 2025 13F$823k--$43.83
Cenovus Energy Inc.CVE$-797.2KExitQ4 2025 13F$797k--$28.72
General Motors CoGM$746.8KAddQ4 2025 13F$747k--$83.77
Novartis AG Common StockNVS$574.0KAddQ4 2025 13F$574k--$146.42
Bread Financial Holdings, Inc.BFH$515.6KAddQ4 2025 13F$516k--$89.92
GSK plc American Depositary SharesGSK$483.6KAddQ4 2025 13F$484k--$50.64
Cisco Systems IncCSCO$478.8KAddQ4 2025 13F$479k$70.89$121.83
U.S. BancorpUSB$433.9KAddQ4 2025 13F$434k--$55.35
The Bank of New York Mellon CorpBK$-360.9KTrimQ4 2025 13F$361k$115.95$140.01
Tweedy Browne trim Unmapped 13F securityPORTFOLIO$340k15.6k sharesTrimQ4 2025 13F$344k$21.82--
Albemarle CorpALB$325.2KAddQ4 2025 13F$325k--$149.84
Helmerich & Payne, Inc.HP$297.8KAddQ4 2025 13F$298k--$38.49
Herbalife Nutrition LtdHLF$291.1KAddQ4 2025 13F$291k--$12.29
Tweedy Browne add Unmapped 13F securityPORTFOLIO$2.1M10.9k sharesAddQ4 2025 13F$288k$191.69--
Tweedy Browne add Unmapped 13F securityPORTFOLIO$1.7M87.4k sharesAddQ4 2025 13F$282k$18.97--
Tweedy Browne trim Unmapped 13F securityPORTFOLIO$3.9M27.8k sharesTrimQ4 2025 13F$273k$139.86--
Western Union CompanyWU$264.8KAddQ4 2025 13F$265k--$8.17
The Progressive CorpPGR$-263.7KTrimQ4 2025 13F$264k$225.83$215.69
G-III Apparel Group, Ltd.GIII$262.9KAddQ4 2025 13F$263k--$32.29
United Parcel ServiceUPS$262.4KAddQ4 2025 13F$262k$92.53$107.70
Bristol-Myers Squibb CoBMY$256.0KAddQ4 2025 13F$256k$51.31$55.57
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